Gizmo AI: Zero-Config Lead Integration

In just a few clicks and with zero mapping or configuration, you can now integrate with any lead provider.

There are infinite numbers of lead sources out there. One of the most challenging, arduous, but massively important parts of the lead acquisition process is integrating them with your CRM.

What you're probably used to

Typically, for every new lead provider, you'd have to either hope your CRM has a native integration, or you'd have to go through a painstaking integration process that takes weeks to complete and probably costs you a few thousand dollars. For every piece of borrower data you want to capture, you'd have to manually map the data from the lead provider to the fields in your CRM.

Using Gizmo AI, we've eliminated the need for any manual mapping and configuration.

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The way forward

Simply enter the name of a lead provider, choose a color and you'll be presented with the following screen:

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Your posting URL is auto-created. You can copy and paste this to your rep at the lead provider and your integration is complete. Going forward, all leads from that lead provider will instantly flow into Gizmo to be contacted by your sales team.

How are the fields mapped over? Gizmo AI knows exactly what fields are expected in Gizmo, and can automatically map them for you regardless of the payload from the lead provider.

Additional features

• Lock it down: For additional security, you can provide the API key to the lead provider and require it on every webhook request.
• Visibility: You can see how many leads you've received from the provider and recent leads from the same view.
• Post-delivery: You can add a number of post-delivery hooks to do things like send a welcome email or trigger a Workflow.

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This update makes it easier than ever to switch over to Gizmo! Get in touch with us today to get started.